Aviso Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aviso Financial’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$70.3K	Sell	327 -379	-54%	-$84.5K	﹤0.01%	247
2025 Q4	$155K	Sell	706 -2,759	-80%	-$603K	0.01%	226
2025 Q3	$748K	Buy	3,465 +269	+8%	+$56.5K	0.03%	185
2025 Q2	$654K	Sell	3,196 -866	-21%	-$168K	0.03%	182
2025 Q1	$787K	Buy	4,062 +1,040	+34%	+$207K	0.04%	164
2024 Q4	$592K	Buy	3,022 +826	+38%	+$165K	0.03%	198
2024 Q3	$435K	Buy	2,196 +939	+75%	+$179K	0.02%	208
2024 Q2	$229K	Buy	+1,257	New	+$226K	0.01%	223

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aviso Financial's VIG Position: Q1 2026 in Review

Aviso Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 54% in Q1 2026, selling an estimated $84.5K and leaving 327 shares worth $70.3K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Aviso Financial first reported a position in VIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $787K in Q1 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Aviso Financial held 327 shares of Vanguard Dividend Appreciation ETF worth $70.3K as of Q1 2026.
Aviso Financial sold 379 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $84.5K.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #247 holding.
Aviso Financial first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Vanguard Dividend Appreciation ETF position peaked at $787K in Q1 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.